Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $13,395 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,611 | $42,548+87.1% | $74,552+6.8% | $56,287+41.4% |
| Participation rate | 92.5% | 60.5%+32.0pp | 69.1%+23.3pp | 69.9%+22.6pp |
| Annual return | -6.44% | 12.40%-18.8pp | 32.53%-39.0pp | -9.96%+3.5pp |
| Employer contribution / active EE | $2,601 | $855+204.2% | $1,961+32.7% | $2,111+23.2% |
| Participant deferral / active EE | $2,123 | $2,277-6.8% | $3,108-31.7% | $3,350-36.6% |
| Admin fee / account holder | $206 | $467-55.8% | $5,060-95.9% | $521-60.4% |